| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF CALIFORNIA INC | 2401 E KATELLA AVENUE STE 550 ANAHEIM, CA 92806 | AETNA HEALTH, INC. | $62K | — | $62K | 2.61% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP | 80 S. 8TH STREET STE 700 MINNEAPOLIS, MN 55402 | AETNA HEALTH, INC. | $21K | — | $21K | 0.88% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF CALIFORNIA, INC. | 2401 E KATELLA AVENUE STE 550 ANAHEIM, CA 92806 | AETNA LIFE INSURANCE CO. | $41K | — | $41K | 2.80% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP | 80 S. 8TH STREET STE 700 MINNEAPOLIS, MN 55402 | AETNA LIFE INSURANCE CO. | $14K | — | $14K | 0.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF CALIFORNIA | 2401 E KATELLA AVENUE STE 550 ANAHEIM, CA 92806 | KAISER FOUNDATION HEALTH PLAN INC | $23K | — | $23K | 2.61% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP, INC. | 80 S. 8TH STREET STE 700 MINNEAPOLIS, MN 55402 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 0.87% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 1 S LOS CARNEROS RD GOLETA, CA 93117 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $13K | — | $13K | 8.92% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS AGY OF VA INC | 8570 MAGELLAN PARKWAY STE 1100 RICHMOND, VA 23227 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $0 | $8K | $8K | 5.41% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP | 80 S. 8TH STREET STE 700 MINNEAPOLIS, MN 54402 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $4K | — | $4K | 2.79% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF CALIFORNIA | 2401 E KATELLA AVENUE ANAHEIM, CA 92806 | VISION SERVICE PLAN | $996 | — | $996 | 3.01% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP | 80 S 8TH STREET MINNEAPOLIS, MN 55402 | VISION SERVICE PLAN | $510 | — | $510 | 1.54% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 433 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 438 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 767 | $1.5M |
| Dental | AETNA LIFE INSURANCE CO. | 767 | $1.5M |
| Vision | VISION SERVICE PLAN | 356 | $33K |
| Life insurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 433 | $142K |
| Short-term disability | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 433 | $142K |
| Long-term disability | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 433 | $142K |
| Other | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 433 | $142K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 767 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.